JPMorgan US Equity Fund Select Class

 (MUTF:JUESX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.63%
   
1 week   +2.14%
   
4 week   +0.00%  
3 month   +1.48%
   
YTD   +1.70%
   
1 year   +25.33%
   
3 years*   +14.67%
   
5 years*   +20.07%
   
*annualized
Best 3 month return+27.25%  
Worst 3 month return-28.70%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Above Average
10 years High Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets10.11B 
Front load-  
Deferred load-  
Expense ratio0.79%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash1.05%  
Stocks98.95%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
Additional$0  
IRA Initial$1,000,000  
AIP Initial$100  
AIP Additional$100  
14.27-0.02(-0.14%)
Apr 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.
Fund filings (PDF) »
Asset managers:
Thomas Luddy (Started: Feb 1, 2006)
Susan Bao (Started: Jan 1, 2001)
Aryeh Glatter (Started: Aug 1, 2012)
Giri Devulapally (Started: Jul 26, 2010)
Helge Skibeli (Started: Jul 30, 2009)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 1111 Polaris Parkway, Ste. 2-j, Columbus OH 43240, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.85 -1.04 -0.89 0.98
Beta* 1.08 1.10 1.06 1.02
Mean annual return 1.91 1.25 1.72 0.78
R-squared* 98.29 98.19 98.64 98.48
Standard deviation 10.88 13.87 14.96 15.04
Sharpe ratio 2.10 1.07 1.38 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
Johnson & Johnson (JNJ) 3.56%  
Google Inc Class A (GOOG) 2.96%  
Exxon Mobil Corporation (XOM) 2.63%  
Apple Inc (AAPL) 2.47%  
Wells Fargo & Co (WFC) 2.44%  
Time Warner Inc (TWX) 2.38%  
Schlumberger NV (SLB) 2.14%  
United Technologies Corp (UTX) 2.06%  
Microsoft Corporation (MSFT) 1.82%  
UnitedHealth Group Inc (UNH) 1.74%